Daniel Pennell

Daniel Pennell

Portfolio Manager-Equities at Plato Investment Management Ltd.

Finance
Consumer Services

Profile

Mr. Daniel Pennell, CFA, is Senior Portfolio Manager at Plato Investment Management Ltd.
He joined Plato in November 2015.
He is the chair of the Plato ESG Committee.
Prior to Plato, Mr. Pennell was a Portfolio Manager at Realindex Investments, a subsidiary of Colonial First State group, focused on Smart Beta solutions for clients.
As the lead manager, he was responsible for all Developed and Emerging Market equity products.
He has also held positions at State Street Global Advisors (SSGA) in Sydney and London.
In Sydney, he worked in the Global Structured Products Group as a Senior Investment Manager.
He was responsible for managing a broad range of strategies including ETFs, After Tax mandates, Smart Beta and optimised portfolios.
In London, Daniel managed active strategies to a model portfolio and a range of global indexed products.
He has a Bachelor of Science with Honours from the University of Birmingham.
He is a member of both the Chartered Financial Analyst Institute and the CFA Society of Sydney.

Daniel Pennell active positions

CompaniesPositionStart
Portfolio Manager-Equities 31/10/2015
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Former positions of Daniel Pennell

CompaniesPositionEnd
Portfolio Manager-Equities 31/10/2015
Portfolio Manager-Equities -
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Training of Daniel Pennell

University of Birmingham Undergraduate Degree

Experiences
Positions held

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Connections

11

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4

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Linked companies

Private companies3

Finance

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